Sarah Mclaughlin
Metford
Summary
Proven expertise in loan process coordination and exceptional client support. Skilled in loan evaluations and maintaining meticulous attention to detail, I have significantly streamlined mortgage processes, enhancing customer satisfaction and contributing to increased business inquiries by encouraging positive reviews.
Offering positive attitude and genuine interest in helping others, ready to thrive in customer-focused environment. Brings ability to quickly learn company products and services, ensuring accurate and efficient customer support. Ready to use and develop communication and problem-solving skills.
Overview
11
11
years of professional experience
Work History
Mortgage Broker + Loans Assistant
Liberty Warners Bay
03.2023 - Current
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
Loans Assistant
DT Funding
01.2019 - 03.2023
- Communicated with customers daily to request information and complete paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Completed serviceability assessments prior to loan submission
- Liaised with customers daily to ensure they were kept up to date on progress. Encouraged clients to google review which leads to increased business enquiries.
Disability Support Worker
Maiwel
09.2017 - 01.2019
- Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
- Kept accurate records for client files and handled related paperwork.
- Adhered to company requirements for patient interactions and care standards.
- Kept detailed daily logs with care actions, patient behaviors and incidents.
Loans Assistant
Club Financial Services
06.2014 - 09.2017
- Communicated with customers daily to request information and complete paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
Education
Certificate IV - Finance And Mortgage Broking
Kaplan
Newcastle 12.2014
Skills
- Loan Evaluations
- Loan Process Coordination
- Document Verification
- Customer Interaction
- Reviewing Credit Information
- Client Support
Timeline
Mortgage Broker + Loans Assistant
Liberty Warners Bay
03.2023 - Current
Loans Assistant
DT Funding
01.2019 - 03.2023
Disability Support Worker
Maiwel
09.2017 - 01.2019
Loans Assistant
Club Financial Services
06.2014 - 09.2017
Certificate IV - Finance And Mortgage Broking
Kaplan
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